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Brandon Alessondro Younger

Tiaa-Cref Individual & Institutional Services, LLC

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About Brandon Alessondro Younger

Brandon Alessondro Younger is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Brandon has been in the industry since 2015. Brandon is registered with the state of North Carolina and holds licenses Series 66, Series 9, Series 10, Series 24, SIE, and Series 7. Brandon has experience with UBS Financial Services Inc, EDWARD JONES and Wells Fargo Advisors, LLC.

Firm Information

Brandon Younger is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Brandon Younger’s Registration & Firm History

NC

01/05/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

MO

03/22/2022 - 11/16/2022

EDWARD JONES (ST. LOUIS MO)

TN

12/03/2015 - 03/31/2022

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

NC

02/20/2015 - 11/24/2015

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

NC

09/20/2014 - 10/22/2014

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 12/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/19/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/29/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Alessondro Younger.
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